How to build the asset register

Assets are the items tested on a visit — outlets, tanks, calorifiers, TMVs. Open them from Locations (View assets). The header reads Assets in location; use it to switch location without going back.

The assets in a location with systems, icons and Tests buttons
The assets in a location.

Add an asset

  1. Click Add asset.

  2. Choose a setup profile — it adds that kind of asset’s standard tests. No profile adds the asset without tests.

  3. Fill in the Description (for example Wash hand basin), Asset ID, Quantity, System 1 / System 2, Barcode and Access allowance.

    The asset panel with description, ID, systems and barcode
    The asset panel.
  4. Tick Infrequently used for an outlet that needs flushing because it is rarely used — it switches the asset to the infrequent-use flushing tests. Click Save.

Look after the register

  • Search by asset, ID, barcode or system; tick Retired to include retired assets.
  • Drag rows into order and click Save order.
  • Tests on a row opens the asset’s tests and limits; History in the panel downloads its results.
  • More › Copy asset or Move to another location — its tests, systems and results go with it.
  • Retire an asset that has gone: its tests stop and its history is kept. Delete only works for an asset with no results.
  • Administrators can Link sensor to attach a remote sensor.